Category Archives: Uncategorized

Configuring a Custom Grid Using Query Grid Manager in Sage CRM (Integrated with Sage 100 using GUMU™)

The GUMU™ for Sage CRM – Sage 100 Integration empowers businesses with real-time, bi-directional connectivity between Sage CRM and Sage 100 ERP. Among its many powerful tools, the Query Grid Manager stands out as a key feature that enables users to view ERP data directly within Sage CRM — without writing a single line of code.… Read More »

Quick Line Entry (QLE) on Order and Quote Screen for Sage X3 and Sage Intacct

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa.The Quick Line Entry (QLE) feature in GUMU™ integration for Sage X3 and Sage Intacct is designed to make order and quote creation more efficient and user-friendly. With this new enhancement,… Read More »

Enhancing Lot Tracking in GUMU™ for Sage CRM – Sage 100 Integration

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records. Through GUMU™, users can access critical ERP data such as sales invoices, orders, and item… Read More »

New Enhancement in GUMU™ for Sage CRM – Sage Intacct Integration: Vendor.

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa. In the latest release, we have introduced significant enhancements to extend this capability to Vendor management, along with improved handling of additional contacts for Vendors. Key Enhancements in Vendor Integration 1.… Read More »

Analyzing Quoted Products Across Opportunities with GUMU™ Custom Screen

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Users can view information for customers, invoices and orders from either of the systems. The link supports multiple company integration which means users can integrate multiple companies of Sage 100 with one instance of… Read More »

Product Inquiry lookup on QLE in GUMU™ for Sage CRM – Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. At Greytrix, we are continuously enhancing our GUMU™ Sage CRM – Sage 100 Integration to make business processes… Read More »

GUMU™ for Sage CRM – Sage 100,X3 and Intacct Integration is compatible with Sage CRM 2024 R1/R2 and 2025 R1

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More »

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Set Actual Email Received Date while Email Import

Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More »